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On this page, we present all of the funds holding WISE from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding WISE, with a link to that fund's top holdings. The next columns
indicate the amount of WISE stock held by each of the funds holding WISE, followed by the WISE position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 6 funds holding WISE within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by OLD Mission Capital LLC. For more details on the positions held by OLD Mission Capital LLC
(or by any of the other funds holding WISE), click the fund name in the "Holder" column of the funds-holding-WISE table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
OLD Mission Capital LLC | 16,702 | $456 | 12/31/2023 | WISE | 16,702 | $456 | 12/31/2023 | Commonwealth Equity Services LLC | 14,410 | $439 | 03/31/2024 | WISE | 14,410 | $439 | 03/31/2024 | Private Advisor Group LLC | 9,322 | $284 | 03/31/2024 | WISE | 9,322 | $284 | 03/31/2024 | Arkfeld Wealth Strategies L.L.C. | 9,068 | $262 | 03/31/2024 | WISE | 9,068 | $262 | 03/31/2024 | One Capital Management LLC | 7,345 | $224 | 03/31/2024 | WISE | 7,345 | $224 | 03/31/2024 | UBS Group AG | 147 | $4 | 12/31/2023 | WISE | 147 | $4 | 12/31/2023 | Proequities Inc. | 0 | $0 | 03/31/2024 | WISE | 0 | $0 | 03/31/2024 |
See Summary: Institutional Holders of WISE
See Details: Top 10 Hedge Funds Holding WISE
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